Overview

My firm is a small independent startup RIA. I've developed a robust platform of third party money managers, virtual financial planning services and insurance marketing organizations. I am looking to aggressively grow the firm and I am open to opportunities. The firm is State registered in Michigan, but I am open to opportunities outside of MI as well via our virtual/digital offerings.

Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...